Steve Montgomery Clu Chfc Rebc Rhu Casl steve.montgomery@americanfidelity.com & | I have worked with American Fidelity for over 30 years. I help employers develop, enhance, and implement their employee benefit programs, while providing cost-saving solutions for them and their employees. In addition, I have received extensive training on Section 125 and Affordable Care Act (ACA) and am able to assist employers in helping them make decisions in light of the ACA. I am the the lead account representative in 4 major districts in Indiana and Connecticut. These districts total over 7,000 employees and have annualized insurance premium of over 4.9 million. Over 5 years sales management experience. National new account award winner while in management. Consistently in the top 3% of new sales. Last five years production totals: 2019 over 600,000 in new net premium insurance sales growth 2020 -over 500,000 in new net premium Insurance sales growth 2021- over 400,000 in new net premium insurance sales growth. 2022 over 600,000 in new net premium insurance sales growth. 2023- over 700,000 in new net premium insurance sales growth President's Round Table 2011, 2012, 2013, 2014, and 2016 Top 7 out of 350 sales representatives. Number 1 in new annuity sales 2010, 2012, and 2013 Extensive worksite selling experience. Products sold include ancillary insurance products, life insurance as well as variable and fixed annuities. Extensive knowledge in Section 125 implementation, healthcare reform, and employee benefits for both employer and employee groups. I am in charge of servicing groups as small as 200 employees and also groups with over 2500 employees.

Steve Montgomery Clu Chfc Rebc Rhu Casl

I have worked with American Fidelity for over 30 years. I help employers develop, enhance, and implement their...

Carmel, Indiana, United States

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Steve Montgomery Clu Chfc Rebc Rhu Casl’s Emails [email protected]

Steve Montgomery Clu Chfc Rebc Rhu Casl’s Phone Numbers No phone number available.

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Steve Montgomery Clu Chfc Rebc Rhu Casl’s Location Carmel, Indiana, United States

Steve Montgomery Clu Chfc Rebc Rhu Casl’s Expertise I have worked with American Fidelity for over 30 years. I help employers develop, enhance, and implement their employee benefit programs, while providing cost-saving solutions for them and their employees. In addition, I have received extensive training on Section 125 and Affordable Care Act (ACA) and am able to assist employers in helping them make decisions in light of the ACA. I am the the lead account representative in 4 major districts in Indiana and Connecticut. These districts total over 7,000 employees and have annualized insurance premium of over 4.9 million. Over 5 years sales management experience. National new account award winner while in management. Consistently in the top 3% of new sales. Last five years production totals: 2019 over 600,000 in new net premium insurance sales growth 2020 -over 500,000 in new net premium Insurance sales growth 2021- over 400,000 in new net premium insurance sales growth. 2022 over 600,000 in new net premium insurance sales growth. 2023- over 700,000 in new net premium insurance sales growth President's Round Table 2011, 2012, 2013, 2014, and 2016 Top 7 out of 350 sales representatives. Number 1 in new annuity sales 2010, 2012, and 2013 Extensive worksite selling experience. Products sold include ancillary insurance products, life insurance as well as variable and fixed annuities. Extensive knowledge in Section 125 implementation, healthcare reform, and employee benefits for both employer and employee groups. I am in charge of servicing groups as small as 200 employees and also groups with over 2500 employees.

Steve Montgomery Clu Chfc Rebc Rhu Casl’s Current Industry American Fidelity

Steve Montgomery Clu Chfc Rebc Rhu Casl’s Prior Industry
American Fidelity | American Fidelity Assurance

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Work Experience

American Fidelity

State Manager

Fri May 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)

American Fidelity

Executive Strategic Account Manager

Fri May 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

American Fidelity Assurance

Account Manager

Fri May 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

FAQ About Steve Montgomery Clu Chfc Rebc Rhu Casl

Steve Montgomery Clu Chfc Rebc Rhu Casl is located at
Carmel, Indiana, United States

Steve Montgomery Clu Chfc Rebc Rhu Casl is a
I have worked with American Fidelity for over 30 years. I help employers develop, enhance, and implement their employee benefit programs, while providing cost-saving solutions for them and their employees. In addition, I have received extensive training on Section 125 and Affordable Care Act (ACA) and am able to assist employers in helping them make decisions in light of the ACA. I am the the lead account representative in 4 major districts in Indiana and Connecticut. These districts total over 7,000 employees and have annualized insurance premium of over 4.9 million. Over 5 years sales management experience. National new account award winner while in management. Consistently in the top 3% of new sales. Last five years production totals: 2019 over 600,000 in new net premium insurance sales growth 2020 -over 500,000 in new net premium Insurance sales growth 2021- over 400,000 in new net premium insurance sales growth. 2022 over 600,000 in new net premium insurance sales growth. 2023- over 700,000 in new net premium insurance sales growth President's Round Table 2011, 2012, 2013, 2014, and 2016 Top 7 out of 350 sales representatives. Number 1 in new annuity sales 2010, 2012, and 2013 Extensive worksite selling experience. Products sold include ancillary insurance products, life insurance as well as variable and fixed annuities. Extensive knowledge in Section 125 implementation, healthcare reform, and employee benefits for both employer and employee groups. I am in charge of servicing groups as small as 200 employees and also groups with over 2500 employees. American Fidelity

Steve Montgomery Clu Chfc Rebc Rhu Casl currently works in the
American Fidelity

Steve Montgomery Clu Chfc Rebc Rhu Casl specializes in
I have worked with American Fidelity for over 30 years. I help employers develop, enhance, and implement their employee benefit programs, while providing cost-saving solutions for them and their employees. In addition, I have received extensive training on Section 125 and Affordable Care Act (ACA) and am able to assist employers in helping them make decisions in light of the ACA. I am the the lead account representative in 4 major districts in Indiana and Connecticut. These districts total over 7,000 employees and have annualized insurance premium of over 4.9 million. Over 5 years sales management experience. National new account award winner while in management. Consistently in the top 3% of new sales. Last five years production totals: 2019 over 600,000 in new net premium insurance sales growth 2020 -over 500,000 in new net premium Insurance sales growth 2021- over 400,000 in new net premium insurance sales growth. 2022 over 600,000 in new net premium insurance sales growth. 2023- over 700,000 in new net premium insurance sales growth President's Round Table 2011, 2012, 2013, 2014, and 2016 Top 7 out of 350 sales representatives. Number 1 in new annuity sales 2010, 2012, and 2013 Extensive worksite selling experience. Products sold include ancillary insurance products, life insurance as well as variable and fixed annuities. Extensive knowledge in Section 125 implementation, healthcare reform, and employee benefits for both employer and employee groups. I am in charge of servicing groups as small as 200 employees and also groups with over 2500 employees.

Steve Montgomery Clu Chfc Rebc Rhu Casl speaks the following languages:
No languages available.

Steve Montgomery Clu Chfc Rebc Rhu Casl has prior experience in the following industries:
American Fidelity , American Fidelity Assurance

Steve Montgomery Clu Chfc Rebc Rhu Casl has the following professional experience:
American Fidelity , American Fidelity , American Fidelity Assurance .